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Manage Documents

Use the Documents page to add, edit, and delete Company Headers, Model Statements, and Authorizations for your instance. These documents are then available for both online and mobile users in your instance of ContentsTrack.

• Access the Documents page in the Tools menu.

Note: Only users with Administrator rights can add, edit, or delete documents.

Related: Setup

Add a Company Header

You can select from the list of headers that are available or you may create your own. Company headers appear on reports.

1. In the Company Headers section, click Add Header. A dialog box appears.
2. In the Name field, enter the name of the header.
3. In the Company Name field, enter the company name you would like to display in the header.
4. Add any additional information you want displayed in the Info field.
5. To add an image, click Choose File to browse for and upload an image for the header.
6. Click Save.

Add a Model Statement

Model statements are part of reports.

1. In the Model Statements section, click Add Statement.
2. In the Name field, enter the name for the model statement.
3. Enter the model statement in the text box.
4. Click Save.

Add an Authorization

Authorizations are digital documents where signatures can be captured while on the job.

1. In the Authorizations section, click Add Authorization.

2. In the Name field, enter a name for the authorization.

3. Click Select a Header to add a company header to your authorization.

4. Enter the authorization text in the text box.

5. Click Preview Authorization to review your work in a new browser tab.

6. Click Save.

Edit a document

1. Select the Name hyperlink for the document. A dialog box appears.
2. Make your changes.
3. Click Save.

Delete a document

1. Select the check box for the document you want to delete.
2. Click Delete Selected.